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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5026	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.25M	+$33.8K	2	0.29%	Increased
5027	JTF J. Team Financial Abilene, Texas	$1.25M	+$777K	3	1.22%	Increased
5028	PWM Peterson Wealth Management Sparks, Nevada	$1.25M	+$1M	10	0.58%	Increased
5029	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$1.25M	-$1.14M	3	0.83%	Reduced
5030	TLA Tanglewood Legacy Advisors Houston, Texas	$1.25M	+$18.3K	6	0.4%	Increased
5031	CM Capital Management Glen Allen, Virginia	$1.25M	+$148K	1	0.19%	Increased
5032	FFG Fortress Financial Group Rochester, Minnesota	$1.25M	+$253K	4	0.62%	Increased
5033	FPW Flywheel Private Wealth Los Altos, California	$1.24M	-$41.9K	3	0.61%	Reduced
5034	APW Aurora Private Wealth Rockaway, New Jersey	$1.24M	-$686K	4	0.79%	Reduced
5035	LTM Lotus Technology Management Orlando, Florida	$1.24M	+$969K	2	1.52%	Increased
5036	BFA Blueprint Financial Advisors Greensboto, North Carolina	$1.24M	+$1.38M	1	0.14%	New
5037	CP Castleview Partners Dallas, Texas	$1.23M	+$491K	4	0.54%	Increased
5038	O3W Omni 360 Wealth Plainsboro, New Jersey	$1.23M	+$82.4K	3	0.57%	Increased
5039	SWRP Summit Wealth & Retirement Planning San Ramon, California	$1.23M	+$216K	3	0.26%	Increased
5040	JJBC James J. Burns & Company Melville, New York	$1.23M	+$701K	3	0.13%	Increased
5041	EF Evanson Financial Mclean, Virginia	$1.23M	+$1.2M	3	0.06%	New
5042	CCAM Capelight Capital Asset Management New York	$1.22M	-$1.32M	1	0.59%	Reduced
5043	AA Advisory Advocates Grand Rapids, Michigan	$1.22M	+$1.08M	2	1.05%	New
5044	HTWM Hartmann Taylor Wealth Management Dallas, Texas	$1.22M	-$546	1	0.81%	Reduced
5045	LOAMU Lombard Odier Asset Management (USA) New York	$1.22M	-$3.49M	2	0.17%	Reduced
5046	CPL CAP Partners LLC Franklin, Tennessee	$1.22M	+$445K	3	0.6%	Increased
5047	QWM Quaker Wealth Management Moorestown, New Jersey	$1.22M	-$664K	27	0.35%	Reduced
5048	WBCM Wilson & Boucher Capital Management Moraga, California	$1.22M	-$446	1	0.72%	Reduced
5049	ACM Ayrshire Capital Management Westport, Connecticut	$1.22M	+$1.21M	1	0.57%	New
5050	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.22M	+$99.2K	2	0.57%	Increased